Technical Consultant (Junior IFA)

Heat Recruitment
£25,000 - £29,999
08 Jan 2019
15 Jan 2019
Contract Type
Full Time

This is an exciting opportunity for an ambitious Financial Planning professional to join an award winning Chartered Financial Planning firm based in Cheshire. This practice specialises in providing a complete holistic financial planning service to private and corporate clients across the UK and through this has built an excellent name within the industry.

The Opportunity

This is a fantastic position for a junior financial adviser to join a growing financial planning firm who are well established and have multiple offices across the UK.

You will be working in a client facing role handling both paraplanning and advising duties to new and existing clients.

This is a unique role for someone who is looking to transition from a support role into a client facing position and develop into a career as a financial advisor.

What’s needed for me to be considered?

  • Previous experience within a similar role
  • Experience of providing paraplanning support to IFA’s would be highly desirable.
  • Level 4 diploma qualified and keen to build upon this qualification
  • Driven, motivated and ambitious individual who has strong interpersonal skills.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms:

IFA, Financial Advisor, , Independent Financial Planner, Financial Planning Manager, Private Client Advisor

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